Schroder MM Diversity Fund Z Income GBPRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
|
Annual Returns (GBP) | 30/04/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | |
Price Return | 0.04 | -1.19 | 5.44 | 4.52 | 7.25 | 5.14 | 6.98 | 3.03 |
+/- Category | -4.82 | 2.68 | -3.64 | 0.69 | 3.80 | 15.42 | 0.69 | 2.33 |
+/- Category Index | - | - | - | -0.65 | 3.56 | 16.20 | -0.76 | 2.55 |
% Rank in Category | 99 | 5 | 94 | 45 | 10 | 1 | 38 | 4 |
Trailing Returns (GBP) | 16/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.32 | 0.16 | -0.21 |
1 Week | 0.79 | 0.41 | 0.11 |
1 Month | 1.84 | 0.56 | -0.33 |
3 Months | 6.52 | 3.75 | 3.52 |
6 Months | 7.42 | 0.90 | 0.35 |
YTD | 4.34 | 2.19 | 1.54 |
1 Year | 7.57 | 1.23 | -0.20 |
3 Years Annualised | 5.05 | 4.86 | 4.31 |
5 Years Annualised | 6.72 | 4.86 | 4.34 |
10 Years Annualised | 4.16 | 1.48 | 0.48 |
Category: GBP Allocation 20-40% Equity | |||
Category Index: Morningstar UK Mod Caut Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.72 | - | - | - |
2023 | 2.64 | -1.10 | 1.43 | 3.90 |
2022 | 3.68 | -0.96 | -2.58 | 5.10 |
2021 | 6.84 | 0.54 | 0.11 | -0.27 |
2020 | -10.93 | 10.07 | -0.63 | 7.28 |
2019 | 1.64 | 0.82 | 1.00 | 1.88 |
|
Advertisement |